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| Morningstar Return Rating: | Average | | Year to Date Return: | 20.07% | | 5-Year Average Return: | -0.92% | | Number of Years Up: | 4 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2004): | 10.83% | |
Worst 1-Yr Total Return (2008): | -36.19% | |
Best 3-Yr Total Return (2004-6): | 7.85% | |
Worst 3-Yr Total Return (2006-8): | -8.94% |
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| 1-Year: | -10.99% | | 3-Year: | -5.20% | | 5-Year: | -0.39% | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | IOECX | Category | Diff | Index* | Diff | | Year To Date | 20.07 | 21.73 | -1.66 | 24.07 | -4 | | 1-Month | 4.07 | 5.16 | -1.09 | 6.00 | -1.93 | | 3-Month | 7.28 | 6.45 | 0.83 | 7.91 | -0.63 | | 1-Year | 20.30 | 24.67 | -4.37 | 25.39 | -5.09 | | 3-Year | -5.47 | -7.33 | 1.86 | -5.79 | 0.32 | | 5-Year | -0.92 | 0.27 | -1.19 | 0.71 | -1.63 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 46.62 | 47.53 | -0.91 | 45.76 | 0.86 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -17.52 | -16.99 | -0.53 | -18.25 | 0.73 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | IOECX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -36.19 | -37.09 | 0.90 | | 2007 | | | 8.08 | 1.42 | 6.66 | | 2006 | | | 9.49 | 18.15 | -8.66 | | 2005 | | | 3.38 | 5.95 | -2.57 | | 2004 | | | 10.83 | 12.97 | -2.14 | | 2003 | | | 32.36 | 28.44 | 3.92 | | 2002 | | | N/A | -18.69 | N/A | | 2001 | | | N/A | -4.99 | N/A | | 2000 | | | N/A | 7.87 | N/A | | 1999 | | | N/A | 6.72 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
IOECX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -17.80 | 18.16 | 19.84 | N/A | | 2008 | -10.59 | -4.01 | -3.70 | -22.79 | | 2007 | 0.18 | 8.59 | 0.85 | -1.50 | | 2006 | 7.11 | -4.47 | 0.82 | 6.13 | | 2005 | -2.04 | 1.91 | 3.69 | -0.13 | | 2004 | 3.12 | 0.41 | -0.81 | 7.91 | | 2003 | -6.99 | 19.55 | 3.12 | 15.44 | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 737 | 1293 | 57.00 | | 1-Month | 896 | 1338 | 66.97 | | 3-Month | 465 | 1329 | 34.99 | | 6-Month | 237 | 1320 | 17.95 | | 1-Year | 639 | 1280 | 49.92 | | 3-Year | 228 | 1088 | 20.96 | | 5-Year | 558 | 917 | 60.85 |
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1.27% Nasdaq 0.00%
Performance
